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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,558 | $95,975-53.6% | $74,552-40.2% | $135,382-67.1% |
| Participation rate | 71.4% | 75.7%-4.2pp | 69.1%+2.3pp | 82.6%-11.2pp |
| Annual return | 38.12% | 56.96%-18.8pp | 32.53%+5.6pp | 519.77%-481.6pp |
| Employer contribution / active EE | $1,426 | $2,716-47.5% | $1,961-27.3% | $4,779-70.2% |
| Participant deferral / active EE | $3,744 | $3,844-2.6% | $3,108+20.4% | $5,609-33.3% |
| Admin fee / account holder | $5 | $6,522-99.9% | $5,060-99.9% | $10,829-100.0% |